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Tax, president of Rattiners Financial Planning Fast Track at Centennial, Colorado
When it comes to ideas for improving your finances, your latest tax return can be a gold mine.
Advisors meeting with a new or prospective client can use details on Form 1040 to spark discussions about much more than tax planning, Jeffrey Rattiner, a certified financial planner, told attendees at the FPA Be conference recently. Rattiner, who also holds a certified public accountant designation, is president of Rattiner’s Financial Planning Fast Track at Centennial, Colorado.